KCS - Can I Customize the Email Sent to Clients When Sharing a Bill Through Clio?

Objective:

  • Make changes to the email sent to Clients along with their Bill
  • Edit shared Bill through email
  • How a Bill addresses a client
  • Can I change the email's subject line when sharing a bill?

Environment:

  • Clio Web App

Additional Information:

You can include a message when sharing a Bill through Clio, but you cannot customize what is already included.

Answer:

Not at this time.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality